Blue Rock Financial Services, Inc. fees and pricing
Financial planner in Williamsburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Blue Rock Financial Services, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“A. $200 per hour fee for analysis and recommendations;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Rock Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will pay these fees directly unless otherwise agreed to in advance.”
- “Refunded fees will either be deposited into the client’s custodial account or sent by check from Blue Rock Financial Services, Inc.”
- “Consulting fees are paid by check or available electronic payment options.”
How Blue Rock Financial Services, Inc.’s fees compare
- Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 9 other planners in Williamsburg that publish an hourly rate charge less.
About Blue Rock Financial Services, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 74
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $59,400,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151566
- Phone
- (541) 261-1067
Can advise clients in 3 states: California, Oregon, Virginia
Other planners in Williamsburg that publish fees
- B Hive Financial, LLCWilliamsburg$250/hr, $200-$2,000
- Bay Rivers Group Wealth PartnersWilliamsburg$250-$500/hr, $500-$5,000
- Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000-$3,500
- Capitol Landing WealthWilliamsburg$250-$500/hr, $1,500-$10,000
- Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr
- Foundations Financial Planning, LLCWilliamsburg$250/hr, $2,250
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.